Client Service Professional
6 days ago
Company Overview
">D.A. Davidson & Co. is a leading financial services firm dedicated to providing exceptional client service and support.
">About Us
">We are an employee-owned company with over 87 years of experience in the industry.
">Our Mission
">To deliver outstanding results for our clients while fostering a culture of integrity, teamwork, and continuous growth.
">Job Description
">This role offers an exciting opportunity to work in a dynamic team environment, providing exceptional client service and support.
">Primary Duties
">- ">
- Provide professional and courteous client service, managing client requests and account maintenance.">
- Review and maintain account documents, solve complex issues, and facilitate transactions.">
- Assist with crafting comprehensive financial plans for current and prospective clients.">
- Support the development and implementation of client mailings, communications, and events.">
- Facilitate the transfer of client funds and securities, and issue checks upon request.">
Required Skills and Qualifications
">To succeed in this role, you will need:
">- ">
- Eager to advance and grow in the Financial Services Industry.">
- FINRA licenses preferred.">
- 1-2 years of financial industry experience, required.">
- High school graduate or comparable work experience.">
- Solid technology skills (Microsoft Word, Excel, and Outlook).">
- Ability to build client relationships and communicate effectively.">
- Strong attention to detail and accuracy.">
- Ability to handle multiple demands and competing priorities.">
Benefits
">We offer a competitive salary range of $50,000-$60,000, plus excellent benefits and perks, including:
">- ">
- Company 401(k) and ESOP contribution.">
- Generous sick, vacation, and maternity/parental leave.">
- Paid holidays.">
- Professional Development Opportunities.">
- Discounted personal insurance.">
- Charitable gift-matching program.">
- Davidson Day of Giving – Our tradition of positively impacting communities.">
Estimated Salary: $55,000
">Salary Range: $50,000 - $60,000
-
Grand Junction, Colorado, United States Specialty Professional Services Full timeJob Title: Travel Occupational TherapistJob Summary: Specialty Professional Services is seeking an experienced Occupational Therapist for travel opportunities in remote locations. The ideal candidate will possess a current CO license or Compact license, with at least 1 year of recent experience in OT Rehab.Responsibilities:Provide OT Rehab services in...
-
Insurance Client Service Expert
5 days ago
Grand Junction, Colorado, United States Sean Brumelle - State Farm Agent Full timeWe are seeking a detail-oriented and customer-focused individual to join our team as a Customer Service Representative.Job OverviewAs a key member of our State Farm Agent team, you will play a vital role in generating exceptional client experiences that drive the growth of our agency. Your strong communication skills, attention to detail, and desire to help...
-
Caregiving Therapist Professional
6 days ago
Grand Junction, Colorado, United States Specialty Professional Services Full timeOur organization, Specialty Professional Services, is currently seeking a talented Travel Physical Therapist to join our team. Located in Grand Junction, CO, this position offers an exciting opportunity for growth and development.We are looking for a highly skilled professional with a current CO license or Compact license, depending on the state. A minimum...
-
Professional Financial Services Coordinator
7 days ago
Grand Junction, Colorado, United States Edward Jones Full timeCompany OverviewAt Edward Jones, we are committed to building a place where everyone feels like they belong. As a leading financial services firm, we pride ourselves on our culture of continuous improvement and professional development. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our...
-
Travel Nurse RN Specialist
6 days ago
Grand Junction, Colorado, United States HealthEcareers - Client Full timeHealthEcareers is seeking a travel nurse for a Med Surg position in Grand Junction, Colorado.Job SummarySpecialty: Med SurgDiscipline: RNWe offer a competitive salary package, including a guaranteed base salary of $120000 per year, plus benefits and bonuses.About the RoleThe ideal candidate will have at least two years of experience in Med Surg and a valid...
-
Grand Junction, Colorado, United States Field Geo Service Full time**Job Overview:**We are seeking a highly skilled and experienced Personal Assistant to join our team at Field Geo Service. The successful candidate will be responsible for supporting the daily personal needs of our Principal and family members, as well as providing executive assistance with official work related to his business.**Estimated Salary:** $60,000...
-
Travel Nurse RN
6 days ago
Grand Junction, Colorado, United States HealthEcareers - Client Full timeTotalMed Staffing is seeking a medical surgical travel nurse to fill an opening in Grand Junction, Colorado.About the JobSpecialty: Medical-Surgical NursingDiscipline: RN (Registered Nurse)Duration: 13 weeksHours: 36 hours per week, 12 hour shiftsShift: NightsEmployment Type: Travel AssignmentThis travel nursing opportunity is a great chance for experienced...
-
Grand Junction, Colorado, United States Specialty Professional Services Full timeSpecialty Professional Services is seeking a dedicated Occupational Therapist to join their team in Grand Junction, CO. This opportunity will offer the ideal candidate a fulfilling experience, with a chance to make a meaningful impact on patients' lives. About the RoleThis position requires an experienced Occupational Therapist who can provide high-quality...
-
Freelance Beauty Professional
5 days ago
Grand Junction, Colorado, United States Great Clips Full timeAbout UsGreat Clips is a locally owned salon brand. We are dedicated to providing our customers with high-quality services in a welcoming environment.Salary InformationThe estimated hourly rate for this position is $15-$18 per hour, depending on experience and qualifications. Annual salary would be around $31,200 - $37,440 based on 20 hours of work per...
-
Tax Professional Lead
7 days ago
Grand Junction, Colorado, United States DWC CPAs and Advisors Full timeJob OverviewWe are seeking a highly skilled Tax Professional Lead to join our dynamic team at DWC CPAs and Advisors. This role offers an exceptional opportunity for individuals to excel in their career, leveraging their expertise in tax compliance and consulting principles.Key Responsibilities:Lead and supervise Tax Staff and Tax Senior Accountants,...
-
Funeral Service Coordinator
5 days ago
Grand Junction, Colorado, United States Park Lawn Memorial Group, LLC. Full timeAbout This Role">We are seeking a Funeral Director to join our team at Park Lawn Memorial Group, LLC.">Job Summary">The Funeral Director is accountable for performing various tasks during the preparation, planning, and execution of funeral and memorialization services to ensure smooth operations and meet client family expectations.">Main...
-
Travel Health Professional
6 days ago
Grand Junction, Colorado, United States Emerald Health Services Full timeJob Title: Travel Health ProfessionalAbout the Job: We are seeking a skilled Travel RN - Med/Surg - Orthopedics Acute to join our team at Emerald Health Services. This is a 13-week assignment with a 36-hour workweek, and shifts will be from 7pm to 7am, 12 hours per day, 3 days a week.Key Responsibilities:Provide high-quality patient care as a registered...
-
Senior Outpatient Therapist
6 days ago
Grand Junction, Colorado, United States Specialty Professional Services Full timeOutpatient Physical Therapist OpportunityWe are seeking a qualified Outpatient Physical Therapist to join our team at Specialty Professional Services. As an Outpatient Physical Therapist, you will work with patients who require physical therapy in an outpatient setting.About the Role:The ideal candidate will have a current license to practice as a Physical...
-
Grand Junction, Colorado, United States Specialty Professional Services Full timeCompany Overview: Our client is a renowned healthcare provider, specializing in delivering exceptional patient care. As a physical therapist, you will play a vital role in our team's mission to improve lives and promote wellness.">About the Role: We are seeking an experienced clinical physical therapist to join our outpatient team in Grand Junction, CO. In...
-
Grand Junction, Colorado, United States HealthEcareers - Client Full timeJob OverviewWe are seeking a skilled CVOR Technologist to join our team at LRS Healthcare - Travel Nursing in Grand Junction, Colorado.This 13-week contract position offers a unique opportunity for professionals looking to advance their careers in the healthcare industry.About the JobSpecialty: CVOR TechnologistDuration: 13 weeksHours: 40 hours per...
-
Travel Healthcare Professional
5 days ago
Grand Junction, Colorado, United States Talent4Health Full timeTalent4Health is a leading provider of comprehensive talent solutions for the healthcare industry. We are seeking a highly skilled Med Surg Travel Nurse to join our team.About Talent4HealthWe offer unparalleled access to an extensive network of exceptional healthcare professionals through our cutting-edge recruitment strategies and diverse career...
-
Physiotherapy Outpatient Care Specialist
2 days ago
Grand Junction, Colorado, United States Specialty Professional Services Full timeSpecialty Professional Services is seeking a skilled Physiotherapy Outpatient Care Specialist to join our team in Grand Junction, CO. This full-time position offers a competitive salary of $85,000 - $110,000 per year, along with health benefits and license reimbursement.About the RoleWe are looking for a highly motivated and compassionate physiotherapist to...
-
Audit Management Professional
7 days ago
Grand Junction, Colorado, United States DWC CPAs and Advisors Full timeCompany Overview">DWC CPAs and Advisors is a dynamic public accounting firm that values individuality, innovation, and teamwork. As a top 300 firm, we provide opportunities for growth, professional development, and community engagement.">Estimated Salary Range: $85,000 - $115,000 per year, based on experience">Job Description">The Audit Supervisor role...
-
Occupational Therapist
2 days ago
Grand Junction, Colorado, United States Specialty Professional Services Full timeSpecialty Professional Services is currently seeking a skilled Occupational Therapist to fill a Rehab position in Grand Junction, CO.The ideal candidate will possess a current CO license or Compact license and have at least 1 year of recent experience as an OT Rehab. Competitive pay rates and a health benefit package are offered. The estimated salary for...
-
Professional Therapist Traveler
5 days ago
Grand Junction, Colorado, United States GetMed Staffing, Inc. Full timeAbout the RoleWe are seeking an experienced Physical Therapist to join our team as a travel therapist in Grand Junction, Colorado.Salary and BenefitsThe salary for this position is approximately $120,000 per year, based on 8 hour shifts and 40 hours of work per week. Additionally, our company offers a comprehensive benefits package, including life insurance,...